Book Image

Microsoft Dynamics CRM 2011 New Features

By : Jim Wang, Darren Liu
Book Image

Microsoft Dynamics CRM 2011 New Features

By: Jim Wang, Darren Liu

Overview of this book

Microsoft Dynamics CRM 2011 offers exciting new features that enable you to build and maintain a robust customer relationship management system in your organisation.This book is your one stop resource to get to grips with all the new features of Dynamics CRM 2011. To make learning fun and engaging, we will build an Airline Compensation Management (ACM) system using Dynamics CRM 2011.The book starts by setting up the development environment for Microsoft Dynamics CRM 2011. We will then build a structural architecture for the ACM system and configure it in Dynamics CRM 2011. While doing this, we will learn about the new customization features offered by Dynamics CRM 2011.We will then move on to Data Importing and will cover the Import Data Wizard tool, as well as the Import file/data web service which provides additional capabilities that are not available in the Import Data Wizard.We will use client-side programming to perform data validation, automation, and process enhancement and learn powerful event driven server-side programming methods: Plug-Ins and Processes (Formerly Workflows).The book then steers you towards SharePoint integration, Charts and Dashboards, Customizing the Ribbon and Sitemap, and extending Dynamics CRM 2011 in the cloud. Finally we will package the ACM solution and learn how to deploy it.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 New Features
Credits
About the Authors
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Export and Import Solution


Now that we have developed the ACM solution in our development workspace, let's go ahead and export it and then import it to CRM Online.

Exporting a solution

Go to ACM | Settings | Solutions, double-click on the ACM Solution to open it, and then click on Export Solution on the toolbar. The Publish Customizations form will open. In order to include the latest customizations, it's recommended to publish all customizations before exporting the solution. To publish all customizations, simply click on the Publish All Customizations button. Then click Next.

Microsoft Dynamics CRM 2011 has dependency tracking built into the product. If it detects a missing component, the Missing Required Components screen will tell us what is missing from this solution, as shown in the next screenshot. We can then go back and add the missing components to the solution and then export the solution again.

On the Export System Settings (Advanced) screen, as shown in the following screenshot...